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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
U.S. Equities - Growth     
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap - Growth20fund risk0.08%
U.S. Equities - Value     
Eaton Vance Atlanta Capital SMID-Cap Fund Class IEISMXD++U.S. Mid Cap - Value18fund risk1%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXB++U.S. Real Estate18fund risk0.08%
Global & Intl. Equity     
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class RPTRRXB-Bond - Multi Sector3fund risk1.1%
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